Nut Visual Indicator for Bearing Mounting Torque

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Solution Overview

Problem

Wedge-type bearing assemblies are difficult to mount on a shaft due to issues with the inner ring rotating without axial movement, making it challenging to determine the tightness of the nut, which can lead to over or under tightening.

Innovation Solution

A nut with a visual indicator, such as a strain gauge and light emitting diodes, is used to provide a clear indication of the torque state, ensuring proper locking of the bearing assembly onto the shaft, and the nut remains functional for the expected life of the product.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Adaptability or versatility

If a tapered sleeve and tapered inner ring are used to mount a bearing assembly on a shaft, then the assembly can accommodate shafts with varying circumferences, but the inner ring tends to rotate with the nut without moving axially relative to the sleeve

Engineering Contradiction:
Improveaccommodation of shafts with varying circumferencesVSAvoiddifficulty of mounting due to inner ring rotation without axial movement
Core Design Contradiction:
Adaptability or versatilityVSEase of operation

Solution Approach 1:

A keyway-key interface is introduced as an intermediary mechanism between the inner ring and the shaft. The keyway in the inner ring receives a key on the shaft, preventing relative rotation while allowing axial movement. This mediator resolves the contradiction by decoupling the rotational and axial degrees of freedom, enabling the tapered interface to accommodate shaft circumference variations without causing unwanted rotation during tightening.

Inventive Principle:
Principle #24Intermediary (Mediator)

2Reliability

If a lock nut is used to compress the sleeve into frictional engagement with the shaft, then the bearing assembly can be securely mounted, but the tightness of the nut is not easily determined leading to over or under tightening

Engineering Contradiction:
Improvesecure mounting of bearing assemblyVSAvoiddifficulty of determining nut tightness
Core Design Contradiction:
ReliabilityVSMeasurement precision

Solution Approach 1:

A visual indicator system is implemented that provides real-time feedback on the tightening status of the lock nut. As the nut is tightened and compresses the sleeve, the indicator changes color or position to signal when the correct axial displacement and corresponding torque have been achieved. This feedback mechanism eliminates guesswork, preventing both over-tightening and under-tightening while maintaining secure mounting.

Inventive Principle:
Principle #23Feedback

Solution Approach 2:

A color-changing indicator is applied to the lock nut or sleeve that transitions from one color state to another as the tightening progresses. For example, the indicator may change from red (under-tightened) to green (properly tightened) based on the axial displacement of the sleeve. This visual color change provides an intuitive, precise measurement of the nut tightness without requiring specialized tools or expertise.

Inventive Principle:
Principle #32Color changes

3Strength

If the inner ring is drawn over the sleeve by rotating the nut, then the wedge-like engagement creates an interference fit, but axially fixing the nut relative to the sleeve is difficult

Engineering Contradiction:
Improveinterference fit between sleeve and inner ringVSAvoiddifficulty of axially fixing the nut relative to the sleeve
Core Design Contradiction:
StrengthVSDevice complexity

Solution Approach 1:

A shoulder or flange structure is introduced as an intermediary element between the lock nut and the tapered sleeve. This shoulder provides a positive stop that axially positions the nut relative to the sleeve, preventing the nut from moving axially during rotation while still allowing the tapered interface to generate the interference fit. This simple geometric mediator resolves the complexity of axial fixation without compromising the strength of the wedge-like engagement.

Inventive Principle:
Principle #24Intermediary (Mediator)

Applied Scientific Principles

This section explains which scientific principles are used to turn an abstract innovation direction into a practical engineering solution.

Function Achieved in This Case

The visual indicator ensures accurate torque detection, preventing over or under tightening, and remains effective for multiple uses, even in dimly lit conditions, simplifying the mounting and dismounting process.

Implementation Method 1

The stress state of the body of the nut may be detected via a strain gauge

Methodology Applied
Scientific EffectStrain gauge: Piezoresistive Effect

Implementation Method 2

The visual indicator may include one or more light emitting diodes that are selectively lit based on a stress state detected by the strain gauge

Methodology Applied
Scientific EffectLight emitting diode: Light Emitting Diode

Data Source

PatentUS8591059B2Nut having a visual indicator
Publication Date: 2013.11.26 REXNORD IND LLC
  • US8591059B2 patent drawing
  • US8591059B2 patent drawing
  • US8591059B2 patent drawing

AI summary

A nut is disclosed including a body having a visual indicator coupled thereto and integral therewith. The visual indicator provides a visual indication of a stress state of the body of the nut.